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Technology Stocks : Siebel Systems (SEBL) - strong buy? -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (3116)	11/3/1999 8:08:00 AM
From: Bruce Brown	Respond to of 6974

It's easy to build a web only product line. It's too hard to build a complete end-to-end solution. SEBL has something like 127 separate modules out there. SEBL is running up NOT because of chat room drivel, it's because there's no one left to own in the space. Broadvision and Vignette represent important new components in the e-relationship, but SEBL appears to be a keystone to the process. TD, you point out a key issue that has a lot of trading desks scratching their heads. Chat room talk pushing the stock? Please. The game is getting really interesting now and Siebel's tornado dominance with their product modules is indeed the keystone. The share price has unleashed because a lot of investor's vision has finally been cleared. The fundamentals going forward will be exciting to say the least. BB

To: Trader Dave who wrote (3116)	11/3/1999 12:26:00 PM
From: Greg Craig	Read Replies (1) \| Respond to of 6974

TD: Any thoughts on a June 30 target price? Are you comfortable with new current price range? Greg